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Madison Pitel — Senior Founding Account Executive · Asseta · Philadelphia, Pennsylvania, United States.
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Experience
Senior Founding Account ExecutiveCurrent
Jul 2025 – Present
Asseta AI is The Intelligent Family Office Suite™, a purpose-built accounting platform designed for family offices managing complex, multi-entity wealth. Founded in 2023 by experienced financial technology professionals, Asseta AI brings modern architecture and intuitive design to a market long underserved by traditional enterprise systems. The platform replaces error-prone spreadsheets and overbuilt legacy software with an integrated system that combines multi-entity accounting, dimensional reporting, and enhanced data governance. Asseta AI empowers family offices to operate efficiently, securely, and insightfully in an era of generational wealth transfer and digital transformation. For more information, visit www.asseta.ai
Senior Director
FINTRX
Aug 2024 – Jul 2025
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